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Managing members

Adding, editing, and removing members within a membership.

Note: Access to add, edit, and remove members on a membership is controlled by the same rules as editing the membership itself.

A membership has one primary member and optional additional members. This article covers how to add, edit, and remove members on an existing membership.

Editable fields

Each member has:

  • First name

  • Last name

  • Member ID - unique to the named member; will be auto-generated if not provided

  • Email

  • Phone

  • Primary member - whether to use this member’s information as the primary contact information for the membership. There may be only one primary member.

Adding a member

Use Add member to attach a new person to the membership. The fields match the edit form. There’s no limit from PassPlay on the number of named members a membership may have.

Removing a member

Removing a member deletes them from the membership. You can’t remove the primary member; promote a different member to primary first, or edit the primary member’s record instead.

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